See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 41-0127290 | Contract Administrator | $48,835 |
STRONG TOWER ADVISORY SERVICES3+ years Service code 27 · EIN 86-3753384 | Advisory (Plan) | $20,208 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,713 | $79,171-39.7% | $102,423-53.4% | $74,495-36.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 22.52% | 54.93%-32.4pp | 29.32%-6.8pp | 1364.94%-1342.4pp |
| Employer contribution / active EE | $3,184 | $2,362+34.8% | $3,023+5.3% | $2,623+21.4% |
| Participant deferral / active EE | $8,110 | $4,415+83.7% | $5,053+60.5% | $4,346+86.6% |
| Admin fee / account holder | $440 | $2,001-78.0% | $9,451-95.3% | $1,942-77.3% |